LARREA WEALTH MANAGEMENT
New York, NY
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
2123908918
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
TRIDENT ADVISORS LLC
Woodbury, NY
AUM
$15.8M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; RECEIVE A PORTION OF WRAP FEE PAID TO THIRD PARTY ADVISORS
516-681-9100
YIELDS FOR YOU, LLC
Melville, NY
AUM
$15.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-914-4894
MAIN STREET ASSET MANAGEMENT LLC
New City, NY
AUM
$15.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
845-263-3009
SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC
East Syracuse, NY
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(315) 474-7500
SPRING DELTA ASSET MANAGEMENT, LLC
New York, NY
AUM
$14.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING ON PLAN ASSETS
212-960-8382
FIDARE WEALTH SOLUTIONS LLC
New York, NY
AUM
$14.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
347-866-3225
ORCHESTRAL FINANCIAL GROUP INC.
Amherst, NY
AUM
$14.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-691-4288
RONALD A. BARTLETT & ASSOCIATES, LTD
Flushing, NY
AUM
$13.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
718-461-7632
NEXUS CAPITAL, LLC
Pittsford, NY
AUM
$13.3M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
585-348-9090
WALLACE INVESTMENTS
New York, NY
AUM
$13.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
917-916-9545
TIGRESS FINANCIAL PARTNERS LLC
New York, NY
AUM
$12.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
212-430-8700
AUM
$12.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
1-917-495-9582
GOLD COAST ADVISORS, LLC
Port Washington, NY
AUM
$12.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-944-0081
LONG CAST ADVISERS, LLC
Brooklyn, NY
AUM
$12.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
917-697-4510
TIMM FINANCIAL SERVICES
Poughkeepsie, NY
AUM
$11.8M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
845-702-1822
ENTERPRISE VALUE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$11.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
332-910-5318
PROSUS WEALTH MANAGEMENT
New York, NY
AUM
$11.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-709-8175
HUYGENS CAPITAL LLC
White Plains, NY
AUM
$10.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-224-1303
9D CAPITAL LLC
New York, NY
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-852-0242
POWDER RIDGE CAPITAL LP
Sagaponack, NY
AUM
$10.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
917-734-3995
CALCULATED FINANCIAL SOLUTIONS, LLC
Cedarhurst, NY
AUM
$9.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(718) 336-8842
INVESTRY, LLC
Scarsdale, NY
AUM
$9.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
914-721-6040
FINANCIAL SPYGLASS®
Rye, NY
AUM
$9.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees
914-921-6800